Ongoing Service Review Consultant

Aegon UK; Woking; Hybrid; GBP 22,000 - 27,000; Full time

Job summary

A financial services company in Woking is seeking an On-Going Service Review Consultant to engage with investment members, providing updates on their investments and advising necessary changes. Applicants should have excellent telephony and customer service experience. This role offers a competitive salary, enhanced pension contributions, and various lifestyle benefits. A hybrid working model is implemented, requiring office presence at least 40% of the time.

Benefits

Enhanced pension scheme

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Critical illness cover

Subsidised restaurant

Retail discount vouchers

Qualifications

• Excellent telephony experience to build positive interactions.
• Experience in customer service roles such as contact centre or helpdesk.
• Ability to navigate multiple systems efficiently while communicating.

Responsibilities

• Contact existing Investment Members to update them on their investments.
• Review investment portfolios and advise necessary changes.
• Discuss ISA allowances and member's circumstances.

Skills

Telephony experience

Customer service experience

PC skills

Awareness of Financial Services risks

Collaborative working

Job description

Job Description Summary Job Description

On-Going Service Review Consultant

Permanent
Location: Farmborough (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)
Salary: A competitive salary from £22,932 - £26,800 depending on the experience you can bring.
Closing date: Wednesday 10 December 2025

A s a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, h o wever grad or humble their ambitions.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

As an On-Going Service Review Consultant, you will be responsible for contacting our existing Investment Members who pay an On-Going Advice charge by telephone. You will update these customers on their investments and Annual Customer Reports along with reviewing customers current situation and any changes. You will provide a first-class experience to all customers.

Key Responsibilities

• Reviewing previous advised interactions, investment portfolio information including valuations and fund types.
• Identifying any funds which the member needs to be moved from their portfolio.
• Discuss ISA (Individual Savings Account) allowances.
• Discuss any changes to the members circumstances, the objective for the investment, attitude to risk level and need to be able to identify if a member will benefit from speaking to a Financial Planning Manager.

We’d love to hear from you if you have

• Excellent telephony experience, where you can build a positive interaction.
• Experience in customer service (contact centre, face-to-face, helpdesk – that kind of thing)
• PC skills to navigate multiple systems efficiently whilst speaking to our members.
• An awareness of risks associated with in the Financial Services Industry.
• Worked collaboratively to meet the needs of the member and department requirements.

What’s in it for you?

• We’re serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we’ll put in 9%. If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us).
• A discretionary bonus, depending on personal and company performance.
• 34 days leave per year (including bank holidays, pro-rated for part-time).

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. To find out more about what to expect at Aegon, visit our careers site.

Make an Impact! If you're passionate about making a difference and want to work in a place where your contributions are valued, apply now. Let's create something amazing together!

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.